Assign an existing activity to another User Click Edit on the Task or Event. Enter an active User in the 'Assigned To' field.
Full Answer
How do I associate a task or event to an active user?
Navigate to the record you want to associate the Task to. Click New Task or New Event from the 'Open Activities' related list. Enter an active User in the 'Assigned To' field. Click Edit on the Task or Event. Enter an active User in the 'Assigned To' field.
How do users deal with each other?
They all have Read/Write access (through sharing rules) on all Cases, Contacts and Accounts that they deal with. They collaborate on data grooming - often editing each others' Tasks, Cases, etc. in cases of errors or deleting duplicates. They need a way to edit a Task that someone else created and that is assigned to a third user.
Can I assign tasks to multiple people?
You can also assign Tasks to multiple people, review Create Tasks in Bulk for Multiple People in Salesforce Classic. For details on viewing activities assigned to yourself or others see Tasks or Manage Events for more information.
How do users collaborate with each other on tasks?
They collaborate on data grooming - often editing each others' Tasks, Cases, etc. in cases of errors or deleting duplicates. They need a way to edit a Task that someone else created and that is assigned to a third user.
Who can edit a task in Salesforce?
All usersAll users are able to edit, close, and delete the tasks that have been assigned to them.
How do I distribute tasks to other users in Salesforce?
Assign an existing activity to another UserClick Edit on the Task or Event.Enter an active User in the 'Assigned To' field.After saving, the User to which the activity is assigned will see the new activity on his or her calendar.
How do I view someone else's task in Salesforce?
If you access to tasks assigned to other users you can see them from the Activity List View. Click on the list icon below the Calendar on the home page. In the list views create a view to see the activities of all assignees.
What is modify all permission in Salesforce?
When you grant “View All” or “Modify All” for an object on a profile or permission set, you grant any associated users access to all records of that object regardless of the sharing and security settings.
How do I enable shared activities in Salesforce?
How Do I Enable Shared Activities?Go to Salesforce.From Setup click Customize | Activities | Activity Settings.Activate the checkbox Allow Users to Relate Multiple Contacts to Tasks and Events.Click Save.
Can you assign more than one person to a task in Salesforce?
You can assign new Tasks to multiple people, public groups, and queues in Lightning Experience from Task tab, Activity History, or Open Activities related lists.
How do I edit a task in Salesforce?
Customize the Tasks or Event pages Click Setup | Build | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize.
What is the parent of an activity Salesforce?
The user who is assigned to an activity in the Assigned To field is often referred to as the “activity owner”. Reference: Access to Activities. Sharing Default Access Settings.
What is controlled by parent in Salesforce?
Controlled By Parent: When this is enabled in Sharing Settings, then the Activity will take on the permissions of its parent object, Account, Contact, etc. This means that Events related to an Account can be viewed and edited by users who have those permissions to the parent Account.
How do I give user object permissions in Salesforce?
Required User PermissionsFrom Setup, enter Profiles in the Quick Find box, then select Profiles, and then select the user profile. ... Click Clone to clone the user profile.Name and save the cloned user profile.Click Object Settings.Click the name of the Salesforce object.Click Edit. ... Save the object settings.More items...
What tasks can a delegated administrator perform in Salesforce?
Delegated administrators can: Create and edit users in specified roles and all subordinate roles. User editing tasks include resetting passwords, setting quotas, creating default opportunity teams, and creating personal groups for those users. Unlock users.
What is modify all permission?
The “View All” and “Modify All” permissions ignore sharing rules and settings, allowing administrators to grant access to records associated with a given object across the organization. “View All” and “Modify All” can be better alternatives to the “View All Data” and “Modify All Data” permissions.
Visualforce
Write up a page that allows deletion of a specified task. Works the same as above, but uses Visualforce instead of JavaScript.
Trigger
You can actually delete a record in a trigger using "after update". Just make a custom checkbox and have the trigger delete the record when checked. Users will only be able to delete tasks they can edit using this method.
Business problem
Amanda Merkle, Operations Manager, approached admin Addison Dogster and noted that all users are currently able to edit accounts categorized as advisor accounts, which should not be the case. Only selected Operations and Customer Service Rep (CSR) users should have the ability to edit advisor accounts — they should be off limits to everyone else.
The solution
Addison immediately thought of using a validation rule to prevent people from updating these advisor accounts, but she didn’t want to hard code users as the exception. Hard coding references will cause maintenance issues down the road as users change over time. Addison would have to modify the validation rule each time a user is removed or added.
Business results
With the implementation of this solution, Addison was able to enforce cleaner data by only allowing selected individuals the ability to update the advisor accounts. By referencing the custom permission in the validation rule, Addison implemented a better design that avoided hard-coded permission management in the validation rule.
